Act! Essentials Users

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Paul Rogers

• 12 April 2018 15:12

Hi,

I have 2 user accounts sharing the same database but the users can't edit anything created by the other user, even though they are added to the included users field. All information is visible but only the creator can edit which really doesn't work for us.

What do we need to do to allow both users to have full access to edit any of the data entered?

 

Thanks

Paul

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  Act! Team

  • 13 April 2018 08:18

  Hi Paul,

  Thank you for contacting Act! Essentials Support.

  Unfortunately users are not able to edit activities when they are not the owner. Adding a user to the 'included user' field will only let them view the activity.

  User should be able to edit contacts and opportunities created by other people without any issues.

  Kind regards,

  Dan
  Act! Essentials Team

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  Paul Rogers

  • 13 April 2018 10:59

  Thanks for the reply.

  Do you think this will change in the near future as users not having the ability to edit activities or other data they don't own is a real issue, especially for a small business where roles overlap?

  If not then I will have to look at alternatives.

   

  Thanks

  Paul

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  Act! Team

  • 13 April 2018 12:20

  Hi Paul,

  I Have spoken with Andy the product manager for Act! Essentials. He informed me that we can submit it for a feature request. However the 'Roadmap' for Act! Essentials has already been planned out and agreed for at least the next 6 months.

   

  I appreciate that this may not have been the answer you desired.

  Thanks,

   

  Cam
  Act! Essentials Team.

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